+44.3%
AR vs GRMN
+628.0%
-583.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.6% |
| 7D | -1.2% | -1.4% | +0.2% | -0.6% |
| 30D | +5.5% | -13.1% | +18.6% | +11.6% |
| 3M | +12.9% | +14.9% | -2.1% | +5.4% |
| 6M | +0.1% | +13.1% | -13.0% | -6.8% |
| YTD | +13.5% | +35.3% | -21.8% | -3.4% |
| 1Y | +21.6% | +16.0% | +5.6% | +10.4% |
| 3Y | +46.0% | +179.6% | -133.6% | -19.8% |
| 5Y | +143.7% | +75.0% | +68.7% | +70.5% |
| 10Y | +44.3% | +644.1% | -599.8% | -53.6% |
| All | +44.3% | +628.0% | -583.7% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GRMN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling